Civic Intelligence

Shope Reno Wharton LLC

Plan context: Shope Reno Wharton Associates Cash Balance Plan

EIN 06-1036635 • So. Norwalk, CT • 31 filings • 3 plans

18 Marshall StreetSo. Norwalk, CT 06854-2237
Current Snapshot

Latest Year

2025

2025 Participants

18

2025 Assets

$4,764,451

2025 Contributions

$787,750

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$15,625,606$7,812,803$0199920132025YearValue
$4,764,451Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

27140199920122025YearValue
18Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025118$4,764,451$787,750$43,764iApproximate average salary by contribution assumption: employee only about $1,094,097 at 4% or $729,398 at 6%; with 50% employer match about $729,398 at 4% or $486,265 at 6%; with 100% employer match about $547,049 at 4% or $364,699 at 6%.
Shope Reno Wharton Associates Cash Balance Plan-18$4,764,451$787,750$43,764iApproximate average salary by contribution assumption: employee only about $1,094,097 at 4% or $729,398 at 6%; with 50% employer match about $729,398 at 4% or $486,265 at 6%; with 100% employer match about $547,049 at 4% or $364,699 at 6%.
2024218$15,625,606$1,385,856$76,992iApproximate average salary by contribution assumption: employee only about $1,924,800 at 4% or $1,283,200 at 6%; with 50% employer match about $1,283,200 at 4% or $855,467 at 6%; with 100% employer match about $962,400 at 4% or $641,600 at 6%.
Shope Reno Wharton Assoc. 401K Plan-17$11,582,862$496,388$29,199iApproximate average salary by contribution assumption: employee only about $729,982 at 4% or $486,655 at 6%; with 50% employer match about $486,655 at 4% or $324,437 at 6%; with 100% employer match about $364,991 at 4% or $243,327 at 6%.
Shope Reno Wharton Associates Cash Balance Plan-18$4,042,744$889,468$49,415iApproximate average salary by contribution assumption: employee only about $1,235,372 at 4% or $823,581 at 6%; with 50% employer match about $823,581 at 4% or $549,054 at 6%; with 100% employer match about $617,686 at 4% or $411,791 at 6%.
2023227$12,459,956$1,372,612$50,837iApproximate average salary by contribution assumption: employee only about $1,270,937 at 4% or $847,291 at 6%; with 50% employer match about $847,291 at 4% or $564,861 at 6%; with 100% employer match about $635,469 at 4% or $423,646 at 6%.
Shope Reno Wharton Assoc. 401K Plan-27$9,640,697$448,168$16,599iApproximate average salary by contribution assumption: employee only about $414,970 at 4% or $276,647 at 6%; with 50% employer match about $276,647 at 4% or $184,431 at 6%; with 100% employer match about $207,485 at 4% or $138,323 at 6%.
Shope Reno Wharton Associates Cash Balance Plan-17$2,819,259$924,444$54,379iApproximate average salary by contribution assumption: employee only about $1,359,476 at 4% or $906,318 at 6%; with 50% employer match about $906,318 at 4% or $604,212 at 6%; with 100% employer match about $679,738 at 4% or $453,159 at 6%.
2022226$9,402,258$1,275,042$49,040iApproximate average salary by contribution assumption: employee only about $1,226,002 at 4% or $817,335 at 6%; with 50% employer match about $817,335 at 4% or $544,890 at 6%; with 100% employer match about $613,001 at 4% or $408,667 at 6%.
Shope Reno Wharton Assoc. 401K Plan-26$7,675,896$375,042$14,425iApproximate average salary by contribution assumption: employee only about $360,617 at 4% or $240,412 at 6%; with 50% employer match about $240,412 at 4% or $160,274 at 6%; with 100% employer match about $180,309 at 4% or $120,206 at 6%.
Shope Reno Wharton Associates Cash Balance Plan-17$1,726,362$900,000$52,941iApproximate average salary by contribution assumption: employee only about $1,323,529 at 4% or $882,353 at 6%; with 50% employer match about $882,353 at 4% or $588,235 at 6%; with 100% employer match about $661,765 at 4% or $441,176 at 6%.
2021225$9,981,460$1,263,935$50,557iApproximate average salary by contribution assumption: employee only about $1,263,935 at 4% or $842,623 at 6%; with 50% employer match about $842,623 at 4% or $561,749 at 6%; with 100% employer match about $631,968 at 4% or $421,312 at 6%.
Shope Reno Wharton Assoc. 401K Plan-25$9,087,461$369,936$14,797iApproximate average salary by contribution assumption: employee only about $369,936 at 4% or $246,624 at 6%; with 50% employer match about $246,624 at 4% or $164,416 at 6%; with 100% employer match about $184,968 at 4% or $123,312 at 6%.
Shope Reno Wharton Associates Cash Balance Plan-15$893,999$893,999$59,600iApproximate average salary by contribution assumption: employee only about $1,489,998 at 4% or $993,332 at 6%; with 50% employer match about $993,332 at 4% or $662,221 at 6%; with 100% employer match about $744,999 at 4% or $496,666 at 6%.
2020123$7,783,255$301,662$13,116iApproximate average salary by contribution assumption: employee only about $327,893 at 4% or $218,596 at 6%; with 50% employer match about $218,596 at 4% or $145,730 at 6%; with 100% employer match about $163,947 at 4% or $109,298 at 6%.
Shope Reno Wharton Assoc. 401K Plan-23$7,783,255$301,662$13,116iApproximate average salary by contribution assumption: employee only about $327,893 at 4% or $218,596 at 6%; with 50% employer match about $218,596 at 4% or $145,730 at 6%; with 100% employer match about $163,947 at 4% or $109,298 at 6%.
2019123$6,280,932$297,674$12,942iApproximate average salary by contribution assumption: employee only about $323,559 at 4% or $215,706 at 6%; with 50% employer match about $215,706 at 4% or $143,804 at 6%; with 100% employer match about $161,779 at 4% or $107,853 at 6%.
Shope Reno Wharton Assoc. 401K Plan-23$6,280,932$297,674$12,942iApproximate average salary by contribution assumption: employee only about $323,559 at 4% or $215,706 at 6%; with 50% employer match about $215,706 at 4% or $143,804 at 6%; with 100% employer match about $161,779 at 4% or $107,853 at 6%.
2018122$4,861,591$339,194$15,418iApproximate average salary by contribution assumption: employee only about $385,448 at 4% or $256,965 at 6%; with 50% employer match about $256,965 at 4% or $171,310 at 6%; with 100% employer match about $192,724 at 4% or $128,483 at 6%.
Shope Reno Wharton Assoc. 401K Plan-22$4,861,591$339,194$15,418iApproximate average salary by contribution assumption: employee only about $385,448 at 4% or $256,965 at 6%; with 50% employer match about $256,965 at 4% or $171,310 at 6%; with 100% employer match about $192,724 at 4% or $128,483 at 6%.
2017121$4,805,481$268,943$12,807iApproximate average salary by contribution assumption: employee only about $320,170 at 4% or $213,447 at 6%; with 50% employer match about $213,447 at 4% or $142,298 at 6%; with 100% employer match about $160,085 at 4% or $106,723 at 6%.
Shope Reno Wharton Assoc. 401K Plan-21$4,805,481$268,943$12,807iApproximate average salary by contribution assumption: employee only about $320,170 at 4% or $213,447 at 6%; with 50% employer match about $213,447 at 4% or $142,298 at 6%; with 100% employer match about $160,085 at 4% or $106,723 at 6%.
2016119$3,820,687$266,331$14,017iApproximate average salary by contribution assumption: employee only about $350,436 at 4% or $233,624 at 6%; with 50% employer match about $233,624 at 4% or $155,749 at 6%; with 100% employer match about $175,218 at 4% or $116,812 at 6%.
Shope Reno Wharton Assoc. 401K Plan-19$3,820,687$266,331$14,017iApproximate average salary by contribution assumption: employee only about $350,436 at 4% or $233,624 at 6%; with 50% employer match about $233,624 at 4% or $155,749 at 6%; with 100% employer match about $175,218 at 4% or $116,812 at 6%.
2015119$3,334,813$268,924$14,154iApproximate average salary by contribution assumption: employee only about $353,847 at 4% or $235,898 at 6%; with 50% employer match about $235,898 at 4% or $157,265 at 6%; with 100% employer match about $176,924 at 4% or $117,949 at 6%.
Shope Reno Wharton Assoc. 401K Plan-19$3,334,813$268,924$14,154iApproximate average salary by contribution assumption: employee only about $353,847 at 4% or $235,898 at 6%; with 50% employer match about $235,898 at 4% or $157,265 at 6%; with 100% employer match about $176,924 at 4% or $117,949 at 6%.
2014120$3,633,756$278,872$13,944iApproximate average salary by contribution assumption: employee only about $348,590 at 4% or $232,393 at 6%; with 50% employer match about $232,393 at 4% or $154,929 at 6%; with 100% employer match about $174,295 at 4% or $116,197 at 6%.
Shope Reno Wharton Assoc. 401K Plan-20$3,633,756$278,872$13,944iApproximate average salary by contribution assumption: employee only about $348,590 at 4% or $232,393 at 6%; with 50% employer match about $232,393 at 4% or $154,929 at 6%; with 100% employer match about $174,295 at 4% or $116,197 at 6%.
2013120$3,110,424$277,951$13,898iApproximate average salary by contribution assumption: employee only about $347,439 at 4% or $231,626 at 6%; with 50% employer match about $231,626 at 4% or $154,417 at 6%; with 100% employer match about $173,719 at 4% or $115,813 at 6%.
Shope Reno Wharton Assoc. 401K Plan-20$3,110,424$277,951$13,898iApproximate average salary by contribution assumption: employee only about $347,439 at 4% or $231,626 at 6%; with 50% employer match about $231,626 at 4% or $154,417 at 6%; with 100% employer match about $173,719 at 4% or $115,813 at 6%.
2012117$2,395,617$254,228$14,955iApproximate average salary by contribution assumption: employee only about $373,865 at 4% or $249,243 at 6%; with 50% employer match about $249,243 at 4% or $166,162 at 6%; with 100% employer match about $186,932 at 4% or $124,622 at 6%.
Shope Reno Wharton Assoc. 401K Plan-17$2,395,617$254,228$14,955iApproximate average salary by contribution assumption: employee only about $373,865 at 4% or $249,243 at 6%; with 50% employer match about $249,243 at 4% or $166,162 at 6%; with 100% employer match about $186,932 at 4% or $124,622 at 6%.
2011115$1,998,236$221,637$14,776iApproximate average salary by contribution assumption: employee only about $369,395 at 4% or $246,263 at 6%; with 50% employer match about $246,263 at 4% or $164,176 at 6%; with 100% employer match about $184,698 at 4% or $123,132 at 6%.
Shope Reno Wharton Assoc. 401K Plan-15$1,998,236$221,637$14,776iApproximate average salary by contribution assumption: employee only about $369,395 at 4% or $246,263 at 6%; with 50% employer match about $246,263 at 4% or $164,176 at 6%; with 100% employer match about $184,698 at 4% or $123,132 at 6%.
2010114$1,835,802$217,233$15,517iApproximate average salary by contribution assumption: employee only about $387,916 at 4% or $258,611 at 6%; with 50% employer match about $258,611 at 4% or $172,407 at 6%; with 100% employer match about $193,958 at 4% or $129,305 at 6%.
Shope Reno Wharton Assoc. 401K Plan-14$1,835,802$217,233$15,517iApproximate average salary by contribution assumption: employee only about $387,916 at 4% or $258,611 at 6%; with 50% employer match about $258,611 at 4% or $172,407 at 6%; with 100% employer match about $193,958 at 4% or $129,305 at 6%.
2009116$1,428,618$158,360$9,898iApproximate average salary by contribution assumption: employee only about $247,438 at 4% or $164,958 at 6%; with 50% employer match about $164,958 at 4% or $109,972 at 6%; with 100% employer match about $123,719 at 4% or $82,479 at 6%.
Shope Reno Wharton Assoc. 401K Plan-16$1,428,618$158,360$9,898iApproximate average salary by contribution assumption: employee only about $247,438 at 4% or $164,958 at 6%; with 50% employer match about $164,958 at 4% or $109,972 at 6%; with 100% employer match about $123,719 at 4% or $82,479 at 6%.
2008117$1,022,908$159,370$9,375iApproximate average salary by contribution assumption: employee only about $234,368 at 4% or $156,245 at 6%; with 50% employer match about $156,245 at 4% or $104,163 at 6%; with 100% employer match about $117,184 at 4% or $78,123 at 6%.
Shope Reno Wharton Assoc. 401K Plan-17$1,022,908$159,370$9,375iApproximate average salary by contribution assumption: employee only about $234,368 at 4% or $156,245 at 6%; with 50% employer match about $156,245 at 4% or $104,163 at 6%; with 100% employer match about $117,184 at 4% or $78,123 at 6%.
2007117$1,485,846$156,876$9,228iApproximate average salary by contribution assumption: employee only about $230,700 at 4% or $153,800 at 6%; with 50% employer match about $153,800 at 4% or $102,533 at 6%; with 100% employer match about $115,350 at 4% or $76,900 at 6%.
Shope Reno Wharton Assoc. 401K Plan-17$1,485,846$156,876$9,228iApproximate average salary by contribution assumption: employee only about $230,700 at 4% or $153,800 at 6%; with 50% employer match about $153,800 at 4% or $102,533 at 6%; with 100% employer match about $115,350 at 4% or $76,900 at 6%.
2006117$1,168,433$140,826$8,284iApproximate average salary by contribution assumption: employee only about $207,097 at 4% or $138,065 at 6%; with 50% employer match about $138,065 at 4% or $92,043 at 6%; with 100% employer match about $103,549 at 4% or $69,032 at 6%.
Shope Reno Wharton Assoc. 401K Plan-17$1,168,433$140,826$8,284iApproximate average salary by contribution assumption: employee only about $207,097 at 4% or $138,065 at 6%; with 50% employer match about $138,065 at 4% or $92,043 at 6%; with 100% employer match about $103,549 at 4% or $69,032 at 6%.
2005118$915,013$118,451$6,581iApproximate average salary by contribution assumption: employee only about $164,515 at 4% or $109,677 at 6%; with 50% employer match about $109,677 at 4% or $73,118 at 6%; with 100% employer match about $82,258 at 4% or $54,838 at 6%.
Shope Reno Wharton Assoc. 401K Plan-18$915,013$118,451$6,581iApproximate average salary by contribution assumption: employee only about $164,515 at 4% or $109,677 at 6%; with 50% employer match about $109,677 at 4% or $73,118 at 6%; with 100% employer match about $82,258 at 4% or $54,838 at 6%.
2004118$734,567$106,008$5,889iApproximate average salary by contribution assumption: employee only about $147,233 at 4% or $98,156 at 6%; with 50% employer match about $98,156 at 4% or $65,437 at 6%; with 100% employer match about $73,617 at 4% or $49,078 at 6%.
Shope Reno Wharton Assoc. 401K Plan-18$734,567$106,008$5,889iApproximate average salary by contribution assumption: employee only about $147,233 at 4% or $98,156 at 6%; with 50% employer match about $98,156 at 4% or $65,437 at 6%; with 100% employer match about $73,617 at 4% or $49,078 at 6%.
2003116$564,198$97,295$6,081iApproximate average salary by contribution assumption: employee only about $152,023 at 4% or $101,349 at 6%; with 50% employer match about $101,349 at 4% or $67,566 at 6%; with 100% employer match about $76,012 at 4% or $50,674 at 6%.
Shope Reno Wharton Assoc. 401K Plan-16$564,198$97,295$6,081iApproximate average salary by contribution assumption: employee only about $152,023 at 4% or $101,349 at 6%; with 50% employer match about $101,349 at 4% or $67,566 at 6%; with 100% employer match about $76,012 at 4% or $50,674 at 6%.
2002116$380,251$93,652$5,853iApproximate average salary by contribution assumption: employee only about $146,331 at 4% or $97,554 at 6%; with 50% employer match about $97,554 at 4% or $65,036 at 6%; with 100% employer match about $73,166 at 4% or $48,777 at 6%.
Shope Reno Wharton Assoc. 401K Plan-16$380,251$93,652$5,853iApproximate average salary by contribution assumption: employee only about $146,331 at 4% or $97,554 at 6%; with 50% employer match about $97,554 at 4% or $65,036 at 6%; with 100% employer match about $73,166 at 4% or $48,777 at 6%.
2001115$0$0-
Shope Reno Wharton Assoc. 401K Plan-15---
2000116$290,942$105,152$6,572iApproximate average salary by contribution assumption: employee only about $164,300 at 4% or $109,533 at 6%; with 50% employer match about $109,533 at 4% or $73,022 at 6%; with 100% employer match about $82,150 at 4% or $54,767 at 6%.
Shope Reno Wharton Assoc. 401K Plan-16$290,942$105,152$6,572iApproximate average salary by contribution assumption: employee only about $164,300 at 4% or $109,533 at 6%; with 50% employer match about $109,533 at 4% or $73,022 at 6%; with 100% employer match about $82,150 at 4% or $54,767 at 6%.
1999118$255,417$220,076$12,226iApproximate average salary by contribution assumption: employee only about $305,661 at 4% or $203,774 at 6%; with 50% employer match about $203,774 at 4% or $135,849 at 6%; with 100% employer match about $152,831 at 4% or $101,887 at 6%.
Shope Reno Wharton Assoc. 401K Plan-18$255,417$220,076$12,226iApproximate average salary by contribution assumption: employee only about $305,661 at 4% or $203,774 at 6%; with 50% employer match about $203,774 at 4% or $135,849 at 6%; with 100% employer match about $152,831 at 4% or $101,887 at 6%.